Recent Discussions

Discussion List

• 
  [ONGOING] 12/6/24: Associated Bank - Missing Credit Card Transactions

  Coach Natalie 17 views 1 comment 0 points Most recent by Coach Natalie December 20Current Online Banking Issues
• 
  1

  Up
  Supporting Neo Financial Bank Canada

  Active Sourabh 64 views 3 comments 1 point Most recent by giuliano.meller December 20Report Missing Financial Institution
• 
  16

  Up Down
  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 183 views 11 comments 16 points Most recent by SkiFreeYetiii December 20Feature Requests
• 
  Fdp 104 now fdp 101

  Brant Davison 19 views 4 comments 0 points Most recent by Brant Davison December 19Adding and Updating Accounts
• 
  80

  Up Down
  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 942 views 26 comments 80 points Most recent by UrsulaA December 19Feature Requests
• 
  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  In Progress Doug Hall 100 views 9 comments 4 points Most recent by UrsulaA December 19Feature Requests
• 
  5
  Ability to disable automatic bank syncing upon login (edited)

  Completed Ryan M. 35 views 2 comments 5 points Most recent by Coach Natalie December 19Feature Requests
• 
  35
  Ability to choose which connected accounts get updated (edited)

  Completed jfmclaugh 305 views 13 comments 35 points Most recent by Coach Natalie December 19Feature Requests
• 
  OAuth with Chime isn't working

  System 33 views 3 comments 0 points Most recent by Buffalo Nichols December 19Adding and Updating Accounts
• 
  Can not add Acorns account

  rdenis10 9 views 1 comment 0 points Most recent by Coach Jon December 19Adding and Updating Accounts
• 
  Can we connect to Coinbase today?

  Answered JoshIAllen 16 views 3 comments 0 points Most recent by Coach Jon December 19Adding and Updating Accounts
• 
  Significant Lag

  SaintDS 12 views 1 comment 0 points Most recent by Coach Jon December 19Feedback
• 
  Recurring transaction detection fails

  SaintDS 9 views 1 comment 0 points Most recent by Coach Jon December 19Managing Your Transactions
• 
  Fidelity connection issues

  captainkeithy 44 views 6 comments 0 points Most recent by Coach Jon December 19Adding and Updating Accounts
• 
  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed RSKadish 1.4K views 53 comments 161 points Most recent by EL1234 December 19Feature Requests
• 
  Space Coast CU Connection Issues

  Travis B. 99 views 17 comments 0 points Most recent by Coach Jon December 19Adding and Updating Accounts
• 
  Investment Transaction register search query is cut off when scrolled to bottom of page (edited)

  neon45 31 views 5 comments 0 points Most recent by Coach Natalie December 19Report a Bug
• 
  [ONGOING] 12/05/24: Victory Capital - FDP-176 / Missing Accounts

  Coach Jon 18 views 1 comment 0 points Most recent by Coach Jon December 19Current Online Banking Issues
• 
  [ONGOING] 12/05/24: Voya Financial - Zero Dollar Balance

  Coach Jon 23 views 1 comment 0 points Most recent by Coach Jon December 19Current Online Banking Issues
• 
  [ONGOING] 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Coach Jon 70 views 1 comment 0 points Most recent by Coach Jon December 19Known Product Issues
• 
  Chase balance is incorrect (edited)

  RobWilk 1.1K views 115 comments 3 points Most recent by SRC54 December 19Adding and Updating Accounts
• 
  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  lts 141 views 13 comments 0 points Most recent by DannyB December 19Categories and Tags
• 
  "Available to spend"

  Answered Timxxx 20 views 2 comments 0 points Most recent by RobWilk December 19Getting Started
• 
  Bank Balance (default) Setting Not Functioning

  Charles Collins 93 views 16 comments 0 points Most recent by Charles Collins December 19Troubleshooting
• 
  Simplifi Not Updating Transactions for ufcu.org

  BlueGrits 70 views 11 comments 0 points Most recent by BlueGrits December 19Adding and Updating Accounts
• 
  8

  Up
  Please add OpenBank by Santander

  Active StephenB 80 views 6 comments 8 points Most recent by htadesse December 19Report Missing Financial Institution
• 
  In a panic, Recurring section is great for identifying things to cancel

  RobWilk 11 views 0 comments 2 points Started by RobWilk December 19 How do you Quicken Simplifi?
• 
  Balance Issues with Citi (edited)

  TheReal702 862 views 115 comments 1 point Most recent by EL1234 December 18Adding and Updating Accounts
• 
  166

  Up Down
  Avoid MFA every single time by "trusting the browser" or "remembering this device" (edited)

  Active AlexB 814 views 45 comments 166 points Most recent by tahoe flyer December 18Feature Requests
• 
  29

  Up Down
  Data transfer from Quicken

  In Review Shermani 2.5K views 31 comments 29 points Most recent by wspinks December 18Feature Requests